Spreadsheets
Annual Budget Spreadsheet
See exactly where your money goes every month - without complicated software.





Budget & Money Spreadsheets
A rental property spreadsheet: log rent and expenses once and see who has paid each month, cash flow per property and category totals for tax time.
Made by a small family business in Frisco, Texas. Our story
Small landlords need to know three things: who's paid, what each property earns and what to hand the accountant in spring. This rental property spreadsheet tracks rent received by tenant and month, logs expenses by category, and totals cash flow per property and for the year. It's an organizing tool, not tax advice.
ZIP file containing the spreadsheet (.xlsx) for Microsoft Excel and Google Sheets Start Here PDF with step-by-step opening instructions Inside: Start Here guide, Up to 10 properties, Rent roll with lease-end alerts, Income & expense log with dropdowns, Rent received per tenant per month, Short or missed rent highlighted, Cash flow by month & by property, Category totals for tax time.
It's designed for small landlords with a handful of units, tracking rent by tenant and month and cash flow per property, with category totals for tax time.
Right after checkout you'll see a download button, and the same link is emailed to you so you can download again later. Nothing is shipped.
Yes. Open the .xlsx file in Microsoft Excel, or upload it to Google Drive and open it with Google Sheets. A computer makes the first setup easiest; after that it works on a phone or tablet too.
No. It's an organizing tool that helps you keep track of your own information. For decisions about debt, taxes, wills or care, talk to a qualified professional.
Email us at [email protected] and we'll fix it or make it right. Because it's a digital file we can't take returns, but we never leave you stuck.
Free download
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Free, no sign-up needed.